Financial Advisor Development Program

Job Description

Job Description

About the job

Job description:

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners

Why NM in San Antonio?

In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help!

Leadership Growth Opportunities in San Antonio:

Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team of advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations!

As a Northwestern Mutual Financial Representative/Planner:

1. Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning.

3. Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

· Commission structure to support early development

· Recurring income stream

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, and more

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

You could be right for this opportunity if you have

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Excellent time-management skills

· Desire for continuous learning and more than just a 9-5 role

· Legal authorization to work in the US

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

· #90, Fortune 100 company (2022)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 5 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion3 (retail investment client assets held or managed)

Job Type:

Full-time

When you retire from the firm, you get to sell your book of business as well!

Benefits:

• Employer funded pension AND deferred compensation plan
• Dental insurance
• Health insurance
• Life insurance
• Parental leave
• Disability insurance
• Vision insurance
• Matching gift program
• Tuition reimbursement
• Many other benefits on top of these as well

Physical setting:

• Primarily in the office, with the ability to work remotely once established

Schedule:

• Monday to Friday(you can work on weekends if you want to)

Education:

• Bachelor's (Required)

Ability to Commute:

• San Antonio, TX (Required)

Work Location: In person